<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="content-type" content="text/html; charset=utf-8">
<meta name="generator" content="Adobe RoboHelp - www.adobe.com">
<title>Creating view filters in Grid/Graphs in documents</title>
<link rel="stylesheet" href="userhelp_ns.css"><script type="text/javascript" language="JavaScript" title="WebHelpSplitCss">
<!--
if (navigator.appName !="Netscape")
{   document.write("<link rel='stylesheet' href='userhelp.css'>");}
//-->
</script>
<style type="text/css">
<!--
ol.whs1 { list-style:decimal; }
p.whs2 { margin-left:40px; }
ul.whs3 { list-style:disc; }
img_whs4 { border:none; width:17px; height:17px; float:none; border-style:none; }
img_whs5 { border:none; width:16px; height:16px; float:none; border-style:none; }
-->
</style><script type="text/javascript" language="JavaScript" title="WebHelpInlineScript">
<!--
function reDo() {
  if (innerWidth != origWidth || innerHeight != origHeight)
     location.reload();
}
if ((parseInt(navigator.appVersion) == 4) && (navigator.appName == "Netscape")) {
	origWidth = innerWidth;
	origHeight = innerHeight;
	onresize = reDo;
}
onerror = null; 
//-->
</script>
<style type="text/css">
<!--
div.WebHelpPopupMenu { position:absolute; left:0px; top:0px; z-index:4; visibility:hidden; }
-->
</style><script type="text/javascript" language="javascript1.2" src="whmsg.js"></script>
<script type="text/javascript" language="javascript" src="whver.js"></script>
<script type="text/javascript" language="javascript1.2" src="whproxy.js"></script>
<script type="text/javascript" language="javascript1.2" src="whutils.js"></script>
<script type="text/javascript" language="javascript1.2" src="whlang.js"></script>
<script type="text/javascript" language="javascript1.2" src="whtopic.js"></script>
</head>
<body><script type="text/javascript" language="javascript1.2">
<!--
if (window.gbWhTopic)
{
	if (window.addTocInfo)
	{
	addTocInfo("Creating and modifying documents and dashboards\nCreating and formatting a document\nUsing view filters in documents\nCreating a view filter in a Grid/Graph control");
addButton("show",BTN_TEXT,"Show","","","","",0,0,"","","");

	}
	if (window.writeBtnStyle)
		writeBtnStyle();

	if (window.writeIntopicBar)
		writeIntopicBar(1);

	if(1)
	{
	
	}

	if (window.setRelStartPage)
	{
	setRelStartPage("MicroStrategy_Web_Help.htm");

		autoSync(1);
		sendSyncInfo();
		sendAveInfoOut();
	}
}
else
	if (window.gbIE4)
		document.location.reload();

//-->
</script>
<h1>Creating, editing, and deleting view filters in Grid/Graphs in documents</h1>
<p>You use the View Filter dialog box to create, edit, and delete the view 
 filters assigned to the Grids/Graphs in your document. A view filter restricts 
 the amount of data displayed on a Grid/Graph, by allowing you to manipulate, 
 redefine, and combine attributes to create new qualifications.</p>
<p>View filters can help reduce the number of datasets used to build a 
 document that contains multiple Grids/Graphs, when all of the Grids/Graphs 
 could share a single dataset with the use of multiple filters. For example, 
 a document used as a dashboard contains revenue and profit information 
 for different regions. Without view filters, you can create a report with 
 revenue and profit metrics, then create copies of it, applying a different 
 regional filter to each copy. If you have 10 regions, then 10 reports 
 must be created and maintained. Each report must be added to the document 
 as a dataset.</p>
<p>In contrast, view filters allow you to create one report and add it 
 once to the document as a dataset report. Next, add multiple Grids/Graphs 
 using the same dataset.&nbsp;Apply a different view filter, for each region, 
 to the various Grids/Graphs. Now all the Grids/Graphs share a single dataset. 
 This reduces maintenance and execution time, since only one dataset report 
 has to be created and maintained, and only one dataset report has to be 
 executed when the document is viewed.</p>
<p><span style="font-weight: bold;"><B>Note</B></span>: View filters are local 
 to the document. This means that a view filter does not affect the report 
 results, only the Grid/Graph displayed on the document. A view filter 
 created on a source report in the Report Editor is ignored in the document, 
 so that all the data from the report is used in the document. &nbsp;For 
 more information, see 
<a HREF="Subset_report_as_dataset.htm">Using a subset 
 report as a dataset</a>. For information on view filters in reports, see 
 
<a HREF="Using_the_View_Filter.htm">Filtering displayed data: View filters</a>.</p>
<p>The procedures to create, edit, and delete view filters are below.</p>
<h2>Prerequisites</h2>
<p>You must own a MicroStrategy OLAP Services license to create view filters.</p>
<h2>To create a view filter in a Grid/Graph </h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document in <span style="font-weight: bold;"><B>Design</B></span> 
 or <span style="font-weight: bold;"><B>Editable Mode</B></span>. </p></li>
	
<li class=p><p>Right-click a Grid/Graph and select <span style="font-weight: bold;"><B>Edit 
 View Filter</B></span>. The View Filter dialog box opens. </p></li>
</ol>
<p class="whs2"><span style="font-weight: bold;"><B>Note</B></span>: 
 If the Grid/Graph is a shortcut, you cannot create a view filter because 
 the Grid/Graph is linked to the dataset report. A message appears, allowing 
 you to choose whether to unlink the shortcut. If you click <span style="font-weight: bold;"><B>Convert</B></span>, 
 changes made to the dataset report are no longer passed to the Grid/Graph 
 in the document.</p>
<ol start="3" type="1" class="whs1">
	
<li class=p><p>Click&nbsp;<span style="font-weight: bold;"><B>Add Condition</B></span> 
 to start a new qualification to create a new view filter. </p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Filter On</B></span> 
 drop-down list, select the attribute on which to qualify. </p></li>
	
<li class=p><p>Do one of the following to select the qualifications 
 used in the view filter:&nbsp;</p></li>
	<ul type="disc" class="whs3">
		
<li class=p><p>Click the <span style="font-weight: bold;"><B>Qualify</B></span> 
 option. </p></li>
		<ul type="disc" class="whs3">
			
<li class=p><p>From the first drop-down list, select whether 
 the attribute is qualified by its ID or description (DESC)&nbsp;column. 
 </p></li>
			
<li class=p><p>From the next drop-down list, select the appropriate 
 qualification criteria (<span style="font-weight: bold;"><B>Greater than</B></span>, 
 <span style="font-weight: bold;"><B>Equals</B></span>, <span style="font-weight: bold;"><B>Ends 
 with</B></span>, and so on) upon which the attribute is to be qualified. From 
 the drop-down list, insert a numeric value.&nbsp;However,&nbsp;if you&nbsp;want 
 to qualify based on attribute ID or DESC columns, click <span style="font-weight: bold;"><B>Attributes</B></span> 
 to open a drop-down list that contains the ID and DESC columns for each 
 attribute and metric in your Grid/Graph and make&nbsp;a selection. </p></li>
			
<li class=p><p>Click <span style="font-weight: bold;"><B>Enter&nbsp;Value</B></span> 
 to return to the text field into which you can add a numeric value. </p></li>
		</ul>
		
<li class=p><p>Click the <span style="font-weight: bold;"><B>Select</B></span> 
 option. </p></li>
		<ul type="disc" class="whs3">
			
<li class=p><p>From the first drop-down list, select <span 
 style="font-weight: bold;"><B>In List</B></span> or <span style="font-weight: bold;"><B>Not 
 In List</B></span> to determine whether the <span style="font-weight: bold;"><B>Selected</B></span> 
 list of elements are to be included or excluded from the view filter. 
 </p></li>
			
<li class=p><p>Select elements from the <span style="font-weight: bold;"><B>Available</B></span> 
 list and click the right arrow to add them to the&nbsp;<span style="font-weight: bold;"><B>Selected</B></span> 
 list (to select multiple elements, press <span style="font-weight: bold;"><B>CTRL</B></span> 
 and click).&nbsp;To return elements from the Selected list back to the 
 Available list, select the element and click the left arrow. </p></li>
		</ul>
	</ul>
</ol>
<ol start="6" type="1" class="whs1">
	
<li class=p><p>Do one of the following:</p></li>
</ol>
<ul><ul>
<li style="list-style: disc;" type=disc class=p><p>Click the <span 
 style="font-weight: bold;"><B>Apply</B></span> icon <img src="images/apply.gif" x-maintain-ratio="TRUE" width="17px" height="17px" border="0" class="img_whs4"> to apply the view filter to the Grid/Graph 
 and return to the View Filter dialog box.</p></li>
	</ul>
	
<li style="list-style: disc;" type=disc class=p><p class="whs2">Click 
 the <span style="font-weight: bold;"><B>Cancel</B></span> icon <img src="images/Cancel.gif" x-maintain-ratio="TRUE" width="16px" height="16px" border="0" class="img_whs5"> 
 to discard your current view filter conditions and return to a blank Edit 
 View Filter dialog box. Return to the steps above to start a new qualification. 
 </p></li>
</ul>
<ol start="7" type="1" class="whs1">
	
<li class=p><p>To add another qualification to the selected Grid/Graph, 
 return to the steps above. </p></li>
	
<li class=p><p>Do one of the following:</p></li>
</ol>
<ol><ul>
<li style="list-style: disc;" type=disc class=p><p>To apply the 
 view filter(s) to the&nbsp;selected Grid/Graph without closing the dialog 
 box, click <span style="font-weight: bold;"><B>Apply</B></span>. The newly created 
 view filter is applied to the Grid/Graph when you view the document in 
 Interactive, Editable, Flash, or View Mode.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p>To apply&nbsp;the 
 view filter(s) to the&nbsp;selected Grid/Graph and close the dialog box, 
 click <span style="font-weight: bold;"><B>OK</B></span>. The newly created view 
 filter is applied to the Grid/Graph when the document is viewed in Interactive, 
 Editable, Flash, or View Mode.</p></li>
	</ul>
</ol>
<ol start="9" type="1" class="whs1">
	
<li class=p><p>To add a view filter to another Grid/Graph, return to 
 the steps above.</p></li>
</ol>
<h2>To edit a view filter in a Grid/Graph</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document i<span>n </span><span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>. </p></li>
	
<li class=p><p>Right-click a Grid/Graph and select <span style="font-weight: bold;"><B>Edit 
 View Filter</B></span>. The View Filter dialog box opens with each view filter 
 displayed. </p></li>
	
<li class=p><p>Click the highlighted text of the view filter, and make 
 changes to the view filter conditions. </p></li>
	
<li class=p><p>To apply the view filter to the Grid/Graph and return 
 to the View Filter dialog box, click the <span style="font-weight: bold;"><B>Apply</B></span> 
 icon <img src="images/apply.gif" x-maintain-ratio="TRUE" width="17px" height="17px" border="0" class="img_whs4">. </p></li>
	
<li class=p><p>To apply&nbsp;the view filter(s) to the&nbsp;selected 
 Grid/Graph and close the dialog box, click <span style="font-weight: bold;"><B>OK</B></span>. 
 The newly created view filter is applied to the Grid/Graph when you view 
 the document in Interactive, Editable, Flash, or View Mode.</p></li>
</ol>
<h2>To delete a view filter in a Grid/Graph</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document in <span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>. </p></li>
	
<li class=p><p>Right-click a Grid/Graph and select <span style="font-weight: bold;"><B>Edit 
 View Filter</B></span>. The View Filter dialog box opens with each view filter 
 displayed. </p></li>
	
<li class=p><p>Click&nbsp;the <span style="font-weight: bold;"><B><img src="images/Cancel.gif" x-maintain-ratio="TRUE" width="16px" height="16px" border="0" class="img_whs5"></B></span> 
 next to the view filter condition to delete. To clear all view filter 
 conditions, click <span style="font-weight: bold;"><B>Clear All</B></span>.&nbsp;</p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span> to 
 apply&nbsp;the changes to the&nbsp;selected Grid/Graph and close the dialog 
 box. The view filter condition is deleted from the Grid/Graph when you 
 view the document in <span style="font-weight: bold;"><B>Interactive</B></span>, 
 <span style="font-weight: bold;"><B>Editable</B></span>, <span style="font-weight: bold;"><B>Flash</B></span>, 
 or <span style="font-weight: bold;"><B>View Mode</B></span>. </p></li>
</ol>
<script type="text/javascript" language="javascript1.2">
<!--
highlightSearch();
if (window.writeIntopicBar)
	writeIntopicBar(0);
if(0)
{

}
//-->
</script>
</body>
</html>
